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Schwab Fundamental International Large Company Index ETF

374 hedge funds and large institutions have $5.78B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 159 increasing their positions, 86 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 86

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

2% more funds holding

Funds holding: 368374 (+6)

5% more capital invested

Capital invested by funds: $5.52B → $5.78B (+$252M)

0.06% less ownership

Funds ownership: 77.42%77.35% (-0.06%)

Holders
374
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
5.9%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
57
Increased
159
Reduced
86
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$466K +$20.3K +622 +4%
AAS
202
Avantax Advisory Services
Texas
$454K +$458K +14,044 New
EA
203
Eudaimonia Advisors
Tennessee
$453K -$38.6K -1,185 -8%
AA
204
Addison Advisors
Vermont
$451K -$26.3K -805 -5%
ASN
205
Advisory Services Network
Georgia
$439K +$61.1K +1,873 +16%
PFC
206
Phocas Financial Corp
California
$436K -$417K -12,798 -49%
OC
207
Oppenheimer & Co
New York
$430K +$82.1K +2,519 +23%
MCM
208
MAI Capital Management
Ohio
$421K -$1.21K -37 -0.3%
SSC
209
Syverson Strege & Co
Iowa
$417K
FWM
210
Fortress Wealth Management
California
$413K +$33 +1 +0%
KAS
211
Kestra Advisory Services
Texas
$401K +$137K +4,203 +51%
Cerity Partners
212
Cerity Partners
New York
$400K +$152K +4,664 +60%
FAIM
213
Financial Advocates Investment Management
Washington
$398K +$57.8K +1,773 +17%
SWP
214
Strategic Wealth Partners
Ohio
$396K
KPWS
215
Kestra Private Wealth Services
Texas
$395K +$400K +12,267 New
FA
216
Faithward Advisors
Pennsylvania
$392K +$22K +675 +6%
BMCM
217
Burns Matteson Capital Management
New York
$391K -$1.37K -42 -0.3%
BWM
218
BCS Wealth Management
Tennessee
$386K -$14.4K -441 -4%
MMA
219
Miracle Mile Advisors
California
$384K -$1.01K -31 -0.3%
AL
220
ADE LLC
Maryland
$379K
EFG
221
Everhart Financial Group
Ohio
$377K
KJWM
222
Kiley Juergens Wealth Management
Washington
$368K -$60.9K -1,869 -14%
SCM
223
SOL Capital Management
Maryland
$360K -$2.05K -63 -0.6%
CPA
224
Cardiff Park Advisors
California
$360K +$326 +10 +0.1%
SWM
225
Southern Wealth Management
Texas
$351K +$391 +12 +0.1%